Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today’s episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.
For today’s episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.
Three major areas of focus for Third Seven Advisors are:
- We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
- We believe in putting investments back in investing
- We believe in value creation
Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.